2026.07.14 — Documentation release
Documentation release for portfolio tracking, wealth dashboard, goals, workspaces, and more.
Version 2026.07.14 · Last reviewed 2026-07-15
Summary
This is a documentation release — product docs and guides for what you can track today.
- Product docs cover the investments you can track today: Bank Account, Stocks, Mutual Funds, and Fixed Deposit
- Guides for the Wealth Dashboard, Artha, investment accounts, workspaces, and getting started / onboarding
- How-tos for adding snapshots and holdings, bulk entry, inviting workspace members, and understanding tracker behavior
- Guides for Goals, Activity Feed, Notifications, Files, Investment Explorer, profile preferences, support tickets, and product feedback
- How to use the command palette (⌘/Ctrl + K) to jump around the app quickly
Who it affects
- Anyone learning how Invesh tracks portfolios and investments
- New users completing onboarding
- Users managing goals, alerts, files, workspaces, or support requests
Action required
None. Open docs.invesh.io when you need a walkthrough.